KMH WEALTH MANAGEMENT, LLC

KELLER WEALTH ADVISORS

VICTORIA, Texas·4 registered advisors·CRD# 111610

SEC# 801-552340361-573-4383

01

Firm Overview

AUM

$704M

Regulatory assets under management

Employees

12

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at KMH WEALTH MANAGEMENT, LLC

4 registered advisors

David Benjamin Faskas

VICTORIA, Texas

Hannah Katherine Gohmert

VICTORIA, Texas

Kyle Wesley Noack

VICTORIA, Texas

Thomas Lane Keller

VICTORIA, Texas

05

Office Locations

VICTORIA, Texas

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Data sourced from SEC Form ADV filings. KMH WEALTH MANAGEMENT, LLC (CRD# 111610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.